Available Candidates
See a selection of our candidates currently looking for work. Updated frequently, so check regularly if you’re in need of top talent for your business.
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Senior Financial Advisor
$120k + Super + Bonus
Melbourne
Permanent / Full Time
Decades-experienced financial planning expert renowned for cultivating enduring client relationships, entrepreneurial innovation in fee models, and a diverse skill set, offering invaluable adaptability and client-centric expertise to any team.
With over 2 decades immersed in Financial Planning, this candidate is a seasoned expert, offering unparalleled guidance to a diverse clientele, notably including high-net-worth individuals.
Their track record demonstrates a remarkable talent for cultivating enduring relationships by prioritising open communication and adapting seamlessly to evolving client needs, ultimately enhancing wealth and return on investment. Their expertise extends to a profound understanding of multiple financial products, backed by a comprehensive knowledge of various providers and platforms.
A significant achievement lies in their entrepreneurial journey: founding and innovatively restructuring a business model by transitioning to a transparent flat-dollar fee structure, ensuring stable and fair client charging practices.
This visionary leader not only possesses a wealth of experience but also embodies adaptability, client-centricity, and an entrepreneurial spirit, making them an invaluable addition to any team seeking a seasoned financial planner.
If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Kirstie Keohane on 0401 543 522.
Mortgage Broker
$85k + Super + Comms
Victoria
Permanent / Full Time
Seasoned Home Lending Manager and Mortgage Broker with 18+ years’ expertise, consistently delivering $2 million monthly settlements through strategic lead generation and exceptional proficiency in handling diverse residential loan portfolios.
With over 18 years of extensive expertise in Banking and Finance, our candidate boasts a rich background as a Home Lending Manager and Mortgage Broker.
They exhibit a profound proficiency in handling end-to-end processes, ensuring seamless settlements for PAYG and Self-Employed Residential loans, including Construction and House and Land Package loans.
They are presently achieving an average monthly settlement of $2 million, derived from a blend of self-sourced and provided leads. Equally impressive is their adeptness in business development, actively pursuing clients through strategic approaches across social media and digital marketing platforms.
This seasoned professional not only brings a wealth of experience but also a demonstrated ability to consistently meet and exceed targets, making them an invaluable asset to any prospective employer seeking a dedicated, high-performing individual in the finance industry.
If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Kirstie Keohane on 0401 543 522.
Claims Officer
$115k + Super
Brisbane
Permanent / Full Time
This candidate adeptly manages 100+ complex claims, specialising in historical abuse, public liability, and workplace injuries, with expertise across investigations, legal counsel, settlements, and court proceedings.
This candidate holds extensive experience managing a diverse portfolio of approximately 100 - 110 complex claims, spanning historical abuse, public liability, and workplace injuries.
Whether as a solicitor or within an insurer's realm, their expertise involves comprehensive oversight, from initial assessment and investigation to advising on causation, liability, quantum, settlement, and court proceedings strategies.
Their skill in deciphering events from investigations, statements, and interviews, coupled with a thorough review of medical and legal documents, enables them to adeptly determine impairment ratings, liability, and claim estimates. Notably, their proficiency extends to negotiating settlements with insurers and solicitors, actively participating in settlements, compulsory conferences, court proceedings, and providing counsel briefs.
With a wealth of experience in complex claims management and a proven ability to navigate legal intricacies, this candidate stands as an asset capable of steering challenging cases towards favorable resolutions.
If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Daniel Bercolli on 0413 270 875.
Account Executive
$85k + Super
Melbourne
Permanent / Full Time
2+ years broking experience managing diverse insurances for 13,000 clients, adept in premiums ($300-$15k), renewals, certificates, and prompt client communication under high volume.
This candidate brings over 2 years of invaluable broking experience, contributing to a team dedicated to servicing a substantial portfolio of 13,000 trade clients.
Their role involved managing a diverse range of premiums, handling business packs, liability tools, contract works, professional indemnity, and motor insurances, showcasing their versatility across various insurance types with premiums averaging between $300 and $15k. Their confidence in processing renewals, endorsements, certificates of currency, and claim forms underscores their proficiency in managing critical aspects of the insurance lifecycle.
Their ability to efficiently handle an average of 50 queries via phone and email showcases their adeptness in managing client communications promptly and effectively.
With a track record of managing high volumes while maintaining quality service, this candidate stands as a reliable asset adept at providing comprehensive support within the broking landscape.
If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Amy Hatfield on 0435 727 524.
Policy Service Specialist
$80k + Super
New South Wales
Permanent / Full Time
Expert in diverse insurance operations, specialising in income protection policies, with meticulous attention to compliance and precise client service.
This candidate boasts expertise in a spectrum of insurance operations, adeptly handling tasks ranging from quotes, alterations, cancellations, to renewals.
Their proficiency across various platforms and software underscores their adaptability and efficiency in managing day-to-day insurance operations seamlessly. Notably, their experience specifically with income protection policies highlights their specialised knowledge in a critical insurance segment.
Their strong attention to detail, evident in their meticulous handling of compliance documents and record-keeping, speaks volumes about their commitment to accuracy and adherence to regulatory standards.
Their well-rounded skill set positions them as a valuable asset, capable of ensuring smooth and precise insurance operations while navigating the complexities of compliance and providing meticulous service to clients.
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